Filed October 9, 2020 (most recent of 12 filings on file)
Total covered: 31 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $10,331 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $3,500 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,519 | $130,194-25.9% | $169,993-43.2% | $71,457+35.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | -5.27% | 20.37%-25.6pp | 53.37%-58.6pp | 28.85%-34.1pp |
| Employer contribution / active EE | $4,595 | $4,381+4.9% | $6,785-32.3% | $2,588+77.6% |
| Participant deferral / active EE | $5,258 | $6,923-24.1% | $10,408-49.5% | $4,289+22.6% |
| Admin fee / account holder | $12 | $966-98.8% | $12,815-99.9% | $1,587-99.3% |